In the Self-Administered IRAdirect® program, we provide compliance and operational support for your IRA, HSA, and ESA programs to help you minimize errors and save time.
IRAdirect is a comprehensive, secure online processing system that facilitates faster, simpler programs by eliminating paper forms. Proven to reduce errors by nearly 80 percent, IRAdirect helps to ensure compliance and improves staff efficiency.
- Electronic Forms – Eliminates the need for paper forms and provides fast, automatic form selection with wizards for easy completion
- Program Support Hotline – a toll-free hotline staffed by compliance experts
- Time-Saving Calculators – Helps staff complete challenging calculations for more accurate projections and transaction decisions
- Calendar of Important Dates – Keep track of important IRA processing tasks, upcoming training opportunities, and other important dates
- Marketing Support – Provides help for your marketing efforts, including ready-to-use newsletter articles, ads, web banners, and more
800-356-9140
